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| Hollard Equity Fund Fact Sheet MDD |
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Hollard Equity Fund Fact Sheet MDD
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the investment objective of this unit trust fund is to provide medium to long term capital growth through investments in selected shares across all industry groups as well as across the range of large , mid and smaller cap shares, with risk/return profile comparable to that of overall Jse equity market.
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| High | Avg. | Low |
| R 1.74 | R 1.61 | R 1.50 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2014 |
11 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Hollard Equity Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Q3 of 2022 | 3.99 |
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| Q1 of 2022 | 2.15 |
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| Asset Allocation Analysis |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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